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Custom Datasets
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Custom Datasets
9 Articles
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Custom Datasets Overview
☑️ Prerequisite Skills Standard Datasets Custom datasets let you take advantage of the many features unique to datasets that make them a flexible and powerful tool for data storage. To understand whether your institution's process warrants...
Updated : 08 May 2024
Creating a Custom Dataset
Custom datasets are useful for storing data as you would on a person record, but for a different type of object or constituency not included among standard datasets in Slate. True to their name, custom datasets are entirely custom: many of the ...
Updated : 27 Mar 2025
Custom Dataset New Record Form
Similar to the default form that creates a new person record in Slate, you can make a form that creates records for other datasets. Creating the Form Create the Form Select Forms on the top navigation bar Select New Form . A popup a...
Updated : 05 Feb 2025
Custom Dataset Rules
☑️ Prerequisite Skills Custom Datasets , Rules In Slate, pre-made rules run in the background to facilitate the search and identification of records. When you create a custom dataset, those rules need to be created along with it. Some f...
Updated : 18 Jul 2024
Embedded Dataset Row Queries
An embedded dataset row query is a special type of query embedded on a dataset dashboard that displays rows of queried data. Some examples of common embedded dataset row queries are: Applicants from an organization Occupants of a resi...
Updated : 19 Apr 2024
Linking Datasets using Related Dataset Row Fields
A related dataset row field allows a record (specifically a person record, application record, or a dataset record) to be linked to a record in a different dataset. This article covers both using related dataset row fields on forms and importing da...
Updated : 01 Aug 2024
Awarding and Tracking Scholarships for Advancement
This Community Conversation focuses on how Illinois Wesleyan University uses Slate to award and track scholarships by using Datasets, Entities, Forms, and Portals to create an efficient process for development professionals to match awarding criteri...
Updated : 17 Jun 2024
Custom Dataset Records for Advancement
A custom dataset in Slate is a collection of records that can manage a variety of data, including named spaces and class years and can even track fundraiser performance. As with the other default datasets and constituent records, any custom dataset ...
Updated : 22 Nov 2023
Custom Dataset Legacy Compatibility
If your institution still uses local/Slate Template Library features, additional steps are required to use your custom dataset with those features. This article will walk you through the steps to ensure your dataset is compatible with any legacy too...
Updated : 27 Mar 2025